06/02 Integrate Schwab

2026-06-02 17:05:44 -04:00
parent c9eb1b89fc
commit 249300b871
10 changed files with 1004 additions and 2 deletions
@@ -0,0 +1,48 @@
+from app.extensions import db
+from datetime import datetime
+
+
+class SchwabConnection(db.Model):
+    """OAuth connection to Schwab. One per user (single-user app)."""
+    __tablename__ = 'schwab_connections'
+
+    id               = db.Column(db.Integer, primary_key=True)
+    access_token     = db.Column(db.Text, nullable=False)
+    refresh_token    = db.Column(db.Text, nullable=False)
+    token_expires_at = db.Column(db.DateTime, nullable=False)   # UTC
+    is_active        = db.Column(db.Boolean, default=True)
+    created_at       = db.Column(db.DateTime, default=datetime.utcnow)
+    last_synced_at   = db.Column(db.DateTime, nullable=True)
+
+    accounts = db.relationship('SchwabAccount', back_populates='connection',
+                               cascade='all, delete-orphan', lazy='dynamic')
+
+    @property
+    def token_is_expired(self):
+        return datetime.utcnow() >= self.token_expires_at
+
+    def __repr__(self):
+        return f'<SchwabConnection id={self.id} expires={self.token_expires_at}>'
+
+
+class SchwabAccount(db.Model):
+    """Maps one Schwab account (identified by its encrypted hash) to a PFM account."""
+    __tablename__ = 'schwab_accounts'
+
+    id                     = db.Column(db.Integer, primary_key=True)
+    connection_id          = db.Column(db.Integer, db.ForeignKey('schwab_connections.id'), nullable=False)
+    account_hash           = db.Column(db.String(100), unique=True, nullable=False, index=True)
+    account_number_display = db.Column(db.String(20), nullable=True)   # masked, e.g. "…4321"
+    account_type           = db.Column(db.String(50), nullable=True)   # CASH / MARGIN / etc.
+    account_name           = db.Column(db.String(100), nullable=True)  # display label
+    pfm_account_id         = db.Column(db.Integer, db.ForeignKey('accounts.id'), nullable=True)
+    last_sync_date         = db.Column(db.Date, nullable=True)
+    last_schwab_txn_id     = db.Column(db.String(64), nullable=True)
+    is_active              = db.Column(db.Boolean, default=True)
+    created_at             = db.Column(db.DateTime, default=datetime.utcnow)
+
+    connection  = db.relationship('SchwabConnection', back_populates='accounts')
+    pfm_account = db.relationship('Account')
+
+    def __repr__(self):
+        return f'<SchwabAccount {self.account_number_display} → PFM #{self.pfm_account_id}>'